Perry Avenue

Great partner for a membership organization

Perry Ave helped us migrate our CRM to HubSpot and rebuild and improve upon our membership processes, including automating renewal and onboarding emails, creating new workflows and integrations between HubSpot and Quickbooks, and ultimately getting us to a place where we can be self sufficient in managing our data.

Seamless Onboarding with a Human Touch

Working with James and his team at Perry Avenue was easily one of the best decisions we made for Kinbridge Living at Oviedo. His HubSpot onboarding and training program was seamless from start to finish, clear, professional, and tailored to our exact needs. James didn’t just teach us how to use HubSpot; he helped us understand how to make it work for our business. From building automations to optimizing our CRM, every session added real value. He was patient, knowledgeable, and genuinely invested in making sure our team felt confident and capable. We’re now running smoother, tracking better, and saving hours each week thanks to his guidance. Perry Avenue earns a solid five stars from us and is highly recommended to any business ready to elevate their systems!

Made HubSpot Work for Us

We came to HubSpot with no real CRM in place. I’d used Salesforce before, but HubSpot is a different user experience (and much easier) —and James at Perry Avenue made the implementation painless. He got us onboarded fast, trained our team, and kept us focused on the features that mattered for our goals (not shiny objects). As we used the system more, he coached us into more advanced usage and showed us how to get more out of the software without adding complexity. When we were short on time, he even jumped in and executed directly in our portal. Most importantly, he’s responsive—text, link, or email—always within hours. The result: faster adoption, cleaner data, and outreach that actually drives conversations.

Great expertise to guide us through the process

James and his team are very experienced in not only HubSpot, but also how to apply it to specific needs of the business. They did a great job of understanding our early-stage business and then applying that knowledge to the system setup and our training.

HubSpot Necessity

Perry Avenue is the only reason we were able to migrate from our current tool to HubSpot and allow us to maximize its utility. A must-need for anyone utilizing this tool.

Exceptional Support

James was extremely supportive in enhancing and optimizing our HubSpot. He was always available to discuss various solutions and help us maximize our use of HubSpot.

Strategic and valuable partner

We had an outstanding experience working with James Desmond at Perry Avenue! From start to finish, James was incredible in helping us get set up with HubSpot’s CRM. He took the time to really understand our business needs and guided us through how to best categorize our contacts and companies for a strong, scalable foundation. His support extended across both sales and marketing setup, and he made sure every detail was addressed before moving forward. James was not only knowledgeable but also exceptionally patient - giving us all the time and clarity we needed to feel confident using the platform. We’re so grateful for his partnership and highly recommend working with him and the Perry Avenue team!

HubSpot Onboarding and Integration

We utilized Perry Avenue to help us implement HubSpot as our new CRM tool to manage the sales and marketing efforts at Dimer Health. James Desmond and his team helped us to transfer our customer database, design and implement employee training, and spent quality time with us to think strategically about how to best utilize this tool to best manage and grow our business. We would highly recommend Perry-Avenue for any organization in need of this level of strategic and operational support!

James is the Team member we can't do without!

I can't say enough positive things about James. He's reliable, patient, tuned into what HubSpot has to offer and is somehow able to not overcomplicate automations while creating them to do what they need to do.

Amazing Customer Service

James and his team were awesome! I felt that I had the help I needed to fully get onboarded with HubSpot. There wasn't a question I had or issue that I came across that the team at Perry Avenue couldn't assist with. Highly recommend!